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IFP Advisors, Inc

Period ended Sep 30, 2026 · Latest filing Oct 16, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $5,859,128,614

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. APPLE INC · cs · 037833100 · shares: $154,943,882
  2. NVIDIA CORPORATION · cs · 67066G104 · shares: $151,355,876
  3. MICROSOFT CORP · cs · 594918104 · shares: $94,483,361
  4. INVESCO QQQ TR · cs · 46090E103 · shares: $88,210,915
  5. VANGUARD INDEX FDS · cs · 922908736 · shares: $86,734,750
  6. AMAZON COM INC · cs · 023135106 · shares: $84,559,517
  7. ALPHABET INC · cs · 02079K107 · shares: $64,976,733
  8. STATE STR SPDR S&P 500 ETF T · cs · 78462F103 · shares: $59,514,120
  9. ALPHABET INC · cs · 02079K305 · shares: $58,134,036
  10. SPDR SERIES TRUST · cs · 78464A854 · shares: $57,139,780

Reported holdings

5,256 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
LEGG MASON ETF INVTmc524682309 — 405 shares $22,130
AIM ETF PRODUCTS TRUSTmc00888H513 — 725 shares $22,081
LIFE TIME GROUP HOLDINGS INCcs53190C102 — 552 shares $22,014
LAZARD INCcs52110M109 — 607 shares $21,992
ATKORE INCcs047649108 — 232 shares $21,982
GLOBAL X FDSmc37954Y772 — 600 shares $21,967
J P MORGAN EXCHANGE TRADED Fmc46641Q340 — 182 shares $21,915
US EQTY ULTRA Bmc45782C532 — 511 shares $21,882
BRAZE INCcs10576N102 — 868 shares $21,787
LIGHTWAVE LOGIC INCcs532275104 — 4,350 shares $21,750
MOOG INCcs615394202 — 57 shares $21,744
ISHARES INCmc46434G855 — 283 shares $21,681
CLEANSPARK INCcs18452B209 — 1,682 shares $21,664
RADIAN GROUP INCcs750236101 — 707 shares $21,641
ISHARES TRmc46434V381 — 259 shares $21,601
INVESCO EXCHANGE TRADED FD Tmc46137V134 — 743 shares $21,599
FIRST TR EXCHANGE-TRADED FDcs33733E658 — 1,017 shares $21,581
VANECK ETF TRUSTmc92189F205 — 211 shares $21,577
ISHARES TRmc46435U861 — 334 shares $21,546
HILLTOP HLDGS INCcs432748101 — 569 shares $21,429
PRUDENTIAL PLCcs74435K204 — 864 shares $21,375
PATTERSON-UTI ENERGY INCcs703481101 — 1,956 shares $21,360
REPLIGEN CORPcs759916109 — 111 shares $21,338
SCHEIN HENRY INCcs806407102 — 254 shares $21,328
ISHARES TRcs464288430 — 150 shares $21,325
HELMERICH & PAYNE INCcs423452101 — 572 shares $21,244
OPTEX SYS HLDGS INCcs68384X209 — 1,975 shares $21,231
ARMSTRONG WORLD INDS INC NEWcs04247X102 — 131 shares $21,213
KODIAK GAS SVCS INCcs50012A108 — 400 shares $21,188
PIMCO MUN INCOME FD IImf72200W106 — 3,221 shares $21,162
BANKUNITED INCcs06652K103 — 499 shares $21,058
PELAGOS INS CAP LTDcsG3398L118 — 890 shares $21,057
KURA ONCOLOGY INCcs50127T109 — 1,961 shares $21,002
PHILLIPS EDISON & CO INCre71844V201 — 562 shares $20,985
HAEMONETICS CORP MASScs405024100 — 199 shares $20,955
CHESAPEAKE UTILS CORPcs165303108 — 163 shares $20,939
ISHARES TRcs464288489 — 1,009 shares $20,911
ISHARES TRmc46434V316 — 344 shares $20,864
DOUBLEVERIFY HLDGS INCcs25862V105 — 1,545 shares $20,842
BXP INCcs101121101 — 341 shares $20,839
J P MORGAN EXCHANGE TRADED Fmc46641Q845 — 370 shares $20,838
DIODES INCcs254543101 — 215 shares $20,810
NATIONAL ENERGY SERVICES REUcsG6375R107 — 817 shares $20,809
TRANSUNIONcs89400J107 — 340 shares $20,781
PIMCO STRATEGIC INCOME FDmf72200X104 — 4,100 shares $20,746
INVESCO EXCH TRADED FD TR IImc46138G540 — 400 shares $20,734
EQUITY DEFND 1YRmc45784N643 — 747 shares $20,714
HEALTHCARE SVCS GROUP INCcs421906108 — 1,011 shares $20,675
KINSALE CAP GROUP INCcs49714P108 — 64 shares $20,656
GRANITESHARES ETF TRmc38747R710 — 980 shares $20,639
FUNDRISE INNOVATION FD LLCmf360852107 — 696 shares $20,616
PAGSEGURO DIGITAL LTDcsG68707101 — 2,314 shares $20,595
BLACKROCK ETF TRUSTmc09290C509 — 252 shares $20,581
PERRIGO CO PLCcsG97822103 — 1,394 shares $20,575
SIRIUSPOINT LTDcsG8192H106 — 848 shares $20,564
ALASKA AIR GROUP INCcs011659109 — 528 shares $20,434
HUNTSMAN CORPcs447011107 — 2,422 shares $20,345
FORESTAR GROUP INCcs346232101 — 789 shares $20,317
ASE TECHNOLOGY HLDG CO LTDcs00215W100 — 456 shares $20,274
INNOVATOR ETFS TRUSTmc45783Y236 — 670 shares $20,242
WISDOMTREE TRmc97717X511 — 491 shares $20,219
INTERDIGITAL INCcs45867G101 — 62 shares $20,216
HERITAGE INSURANCE HLDGS INCcs42727J102 — 609 shares $20,188
LEGALZOOM COM INCcs52466B103 — 3,588 shares $20,129
ROBOSTRATEGY INCcs77106T107 — 763 shares $20,044
MORGAN STANLEY ETF TRUSTmc61774R817 — 416 shares $20,032
EQUITY DEFINED Pmc45783Y418 — 700 shares $20,010
BACKBLAZE INCcs05637B105 — 1,427 shares $19,964
ABERDEEN MUN INCOME FDmf552738106 — 4,115 shares $19,958
GLOBAL X FDSmc37954Y848 — 232 shares $19,954
INVESCO EXCHANGE TRADED FD Tmc46137V118 — 354 shares $19,927
SMITH & NEPHEW PLCcs83175M205 — 738 shares $19,896
NATIONAL BK HLDGS CORPcs633707104 — 507 shares $19,869
BROOKFIELD REAL ASSETS INCOMmf112830104 — 1,712 shares $19,774
MARCUS & MILLICHAP INCcs566324109 — 693 shares $19,716
PRIMO BRANDS CORPORATIONcs741623102 — 1,031 shares $19,641
VANGUARD BD INDEX FDScs921937793 — 312 shares $19,572
PROSHARES TRmc74347G234 — 400 shares $19,549
PHOTRONICS INCcs719405102 — 635 shares $19,545
OLD SECOND BANCORP INC DELcs680277100 — 797 shares $19,519
WISDOMTREE TRcs97717W588 — 243 shares $19,428
KKR REAL ESTATE FIN TR INCcs48251K100 — 3,122 shares $19,388
GOLDMAN SACHS ETF TRmc38149W622 — 347 shares $19,373
ALKAMI TECHNOLOGY INCcs01644J108 — 1,410 shares $19,303
LIVANOVA PLCcsG5509L101 — 252 shares $19,278
ISHARES TRcs464288562 — 218 shares $19,258
PACER FDS TRmc69374H246 — 697 shares $19,224
DAVIS FUNDAMENTAL ETF TRmc23908L306 — 430 shares $19,195
ALPHA & OMEGA SEMICONDUCTORcsG6331P104 — 697 shares $19,168
NUVEEN CALIFORNIA MUNI VLU Fmf67062C107 — 2,256 shares $19,153
AIM ETF PRODUCTS TRUSTmc00888H620 — 665 shares $19,109
TEREX CORP NEWcs880779103 — 363 shares $19,094
CELANESE CORP DELcs150870103 — 430 shares $19,079
TUTOR PERINI CORPcs901109108 — 231 shares $19,062
CHATHAM LODGING TRcs16208T102 — 1,419 shares $18,986
VALARIS LTDcsG9460G101 — 241 shares $18,923
STRATTEC SEC CORPcs863111100 — 291 shares $18,903
DIMENSIONAL ETF TRUSTmc25434V591 — 374 shares $18,883
INTERNATIONAL BANCSHARES CORcs459044103 — 275 shares $18,836
PACER FDS TRmc69374H865 — 717 shares $18,791